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Enterprise Reporter Configuration Manager User Guide Updated - October 2019 Software Version - 3.2.1 Contents Product Overview . 8 Key Features of Enterprise Reporter . 8 Components of Enterprise Reporter 3.2.1 . 9 The Configuration Manager . 10 The Report Manager . 12 The Database Wizard and Database Content Wizard . 12 The Encryption Key Manager . 13 Knowledge Portal . 13 Enterprise Reporter Architecture . 13 Summarizing the Workflow . 14 Configuring the Configuration Manager . 15 Starting the Configuration Manager . 15 Finding Answers and Getting Help . 16 Checking Online Support . 16 An Overview of Enterprise Reporter Communications and Credentials Required . 16 Node Credential and Alternate Credential Details for On-Premises Discoveries . 17 Detailed Permissions for Enterprise Reporter Discoveries . 20 Permissions for Enterprise Reporter Discoveries on NAS Devices . 22 Permissions for Enterprise Reporter Tenant Applications . 22 Logged In User Details . 24 Server Service Credential Details . 24 Setting Up Your First Collection Computers . 25 Configuring Clusters and Nodes for Effective Data Collection . 25 Things to Consider Before Creating a Cluster . 26 Creating Your First Cluster and Node . 27 Modifying your Deployment . 28 When Do You Add a Cluster? . 29 Modifying a Cluster . 29 Deleting a Cluster . .29 Disabling a Cluster . 29 What To Do if a Cluster is Disabled . 30 Enabling a Cluster . 30 Managing Nodes . 30 Improving the Performance of Your Discoveries . 33 Adding a Node . 34 Improving the Performance of a Node . 34 What does the status of a node or cluster indicate? . 35 Using the Credential Manager . 36 Changing Passwords Using the Credential Manager . 37 Changing Account Names Using the Credential Manager . 38 Changing the Credentials used by the Enterprise Reporter Server . 39 Quest Enterprise Reporter 3.2.1 Configuration Manager User Guide 3 Contents Configuring Global Settings . .39 System | Configuration . 39 Tips for Customizing the Configuration Manager Views . 41 Global Discovery Settings . .41 Configuring Change History . 42 Managing the Collection of Additional Attributes . 42 Configuring IT Security Search . 45 Configuring a NAS Host Device . 46 Configuring Server Error Notification . 47 Using the Tenant Application Manager . 47 Configuring Email Notifications . 48 Understanding Discoveries . 50 Defining the Data Collection (Discoveries) . 50 Best Practices for Creating Discoveries . 51 Creating Discoveries . 53 Step 1. Create the Discovery . 54 Step 2. Choose what to include in your discovery (Scopes) . 55 Scopes: An Overview . 55 How Scopes Affect Tombstoning . 56 Using the Browser to Include and Exclude Scopes . 57 Including Objects in Your Scope . 57 Importing Computers to Your Scopes . 58 Refining Your Scope with Exclusions . 59 Filtering in the Browser . 59 Using Queries to Define Your Scopes . 59 Using Subnets to Define Your Scopes . ..